WESTWD SAT ENCD MDSTR IN ETF MDST
$28.87
+1.2% 52w: $23.64 – $30.01
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data23.6426.8330.01
Jun 20, 2025 Jul 2, 2026
Institutional holders
31
+6 QoQ
13F value
$120.0M
+28.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MDST?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | Other | 1.6M | $45.4M | 0.3% | +0.6% |
| LPL Financial LLC | Bank broker | 1.1M | $31.5M | 0.0% | +7.8% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 188.5K | $5.4M | 0.0% | +100.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 173.2K | $5.0M | 0.0% | -0.6% |
| North Star Investment Management Corp. | Diversified mechanical | 169.7K | $4.9M | 0.3% | +136.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 137.9K | $3.9M | 0.0% | +19.8% |
| Miller Global Investments, LLC | Other | 114.0K | $3.3M | 3.0% | -0.4% |
| Garden State Investment Advisory Services LLC | Wealth advisor | 99.0K | $2.8M | 0.7% | New |
| Chicago Partners Investment Group LLC | Wealth advisor | 97.7K | $2.7M | 0.1% | New |
| MORGAN STANLEY | Bank broker | 87.9K | $2.5M | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 87.8K | $2.5M | 0.0% | +7.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 65.6K | $1.9M | 0.0% | +363.0% |
| Clear Trail Advisors, LLC | Other | 59.7K | $1.7M | 0.3% | +129.4% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 30.4K | $870K | 0.0% | +32.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 29.1K | $831K | 0.0% | +6.9% |
| Tandem Financial, LLC | Wealth advisor | 25.6K | $738K | 0.2% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 23.2K | $665K | 0.0% | -6.8% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 20.5K | $587K | 0.0% | -3.4% |
| OPPENHEIMER & CO INC | Diversified mechanical | 19.7K | $562K | 0.0% | -5.7% |
| SHEPHERD KAPLAN KROCHUK, LLC | Wealth advisor | 18.5K | $530K | 0.4% | +81.7% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 14.7K | $420K | 0.0% | -3.5% |
| Avidian Wealth Enterprises, LLC | Wealth advisor | 12.1K | $347K | 0.0% | +59.2% |
| Tactive Advisors, LLC | Wealth advisor | 11.5K | $328K | 0.1% | +2.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 9.9K | $284K | 0.0% | New |
| Founders Financial Alliance, LLC | Other | 5.7K | $162K | 0.0% | Held |
| Parallel Advisors, LLC | Wealth advisor | 5.6K | $160K | 0.0% | Held |
| UBS Group AG | Bank broker | 757 | $22K | 0.0% | New |
| PRIVATE TRUST CO NA | Diversified mechanical | 492 | $14K | 0.0% | Held |
| BESSEMER GROUP INC | Diversified mechanical | 500 | $14K | 0.0% | Held |
| Sunbelt Securities, Inc. | Diversified mechanical | 200 | $6K | 0.0% | New |
| AE Wealth Management LLC | Wealth advisor | 159 | $5K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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